Purchases and Sales Made in Q2 2025 in Invesco ETF Tr Ii S&P 500 Low (SPLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Low (SPLV) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 LOW .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.89K+ 5.29% |
$401K - $440K
|
117K
$8.62M
|
|
|
Aug 14, 2025
Q2 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
5.81KNew |
$396K - $434K
|
5.81K
$427K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5.79K+ 22.06% |
$394K - $433K
|
32K
$2.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.77KNew |
$393K - $431K
|
5.77K
$424K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.67K+ 82.94% |
$387K - $424K
|
12.5K
$921K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.54K+ 12.11% |
$378K - $414K
|
51.3K
$3.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.41K+ 171.45% |
$369K - $405K
|
8.57K
$630K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5.39K+ 2.86% |
$367K - $403K
|
194K
$14.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
5.1K+ 46.3% |
$347K - $381K
|
16.1K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.02KNew |
$342K - $375K
|
5.02K
$369K
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
5KNew |
$341K - $374K
|
5K
$368K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
4.91KNew |
$334K - $367K
|
4.91K
$361K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
4.89KNew |
$333K - $366K
|
4.89K
$360K
|
|
|
Aug 06, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
4.87KNew |
$332K - $364K
|
4.87K
$359K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.87K+ 21.36% |
$332K - $364K
|
27.7K
$2.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.79K+ 120.95% |
$326K - $358K
|
8.74K
$643K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.77K+ 6.23% |
$325K - $357K
|
81.4K
$5.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
4.71KNew |
$321K - $352K
|
4.71K
$346K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.71K+ 4.02% |
$321K - $352K
|
122K
$8.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
4.65K+ 9.5% |
$317K - $348K
|
53.6K
$3.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.61KNew |
$314K - $345K
|
4.61K
$339K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.49K+ 23.05% |
$306K - $335K
|
23.9K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.48K+ 76.39% |
$305K - $335K
|
10.3K
$761K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
4.45K+ 4.86% |
$303K - $333K
|
96K
$7.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.4KNew |
$300K - $329K
|
4.4K
$324K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.38K+ 24.74% |
$298K - $328K
|
22.1K
$1.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.34K+ 33.55% |
$296K - $325K
|
17.3K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.02KNew |
$274K - $301K
|
4.02K
$296K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.01K+ 221.64% |
$273K - $299K
|
5.81K
$428K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4KNew |
$272K - $299K
|
4K
$294K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.89KNew |
$265K - $291K
|
3.89K
$286K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.86K+ 39.67% |
$263K - $289K
|
13.6K
$1M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
3.83K+ 12.98% |
$261K - $286K
|
33.3K
$2.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.82K+ 11.51% |
$260K - $286K
|
37K
$2.72M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.77K+ 10.58% |
$257K - $282K
|
39.4K
$2.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
3.75K+ 68.18% |
$255K - $280K
|
9.25K
$681K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.73K+ 8.48% |
$254K - $279K
|
47.6K
$3.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.72K+ 8.23% |
$253K - $278K
|
48.9K
$3.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
3.67K+ 1.22% |
$250K - $274K
|
305K
$22.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
3.65KNew |
$249K - $273K
|
3.65K
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
3.57KNew |
$243K - $267K
|
3.57K
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.51K+ 6.54% |
$239K - $262K
|
57.1K
$4.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
3.5KNew |
$238K - $262K
|
3.5K
$257K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.5K+ 7.98% |
$238K - $262K
|
47.4K
$3.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
3.41KNew |
$232K - $255K
|
3.41K
$251K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
3.34KNew |
$227K - $250K
|
3.34K
$246K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.2KNew |
$218K - $239K
|
3.2K
$235K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.15KNew |
$215K - $236K
|
3.15K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.07KNew |
$209K - $229K
|
3.07K
$225K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.03K+ 1.47% |
$207K - $227K
|
209K
$15.4M
|